See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,935 | $91,552-55.3% | $133,956-69.4% | $79,858-48.7% |
| Participation rate | 67.7% | 73.3%-5.6pp | 79.8%-12.1pp | 69.6%-1.9pp |
| Annual return | 60.49% | 61.85%-1.4pp | 45.09%+15.4pp | 31.71%+28.8pp |
| Employer contribution / active EE | $5,270 | $2,384+121.1% | $3,919+34.5% | $2,471+113.3% |
| Participant deferral / active EE | $8,075 | $3,733+116.3% | $5,048+60.0% | $3,740+115.9% |
| Admin fee / account holder | $203 | $6,321-96.8% | $8,927-97.7% | $5,306-96.2% |